Money Flow

Who's quietly buying it

Flows Whales Filers

Filers

667 institutions on file

Matrix X Management Co., L.L.C.
TRACKED
CIK 0001964785
—
AUM
1
positions
2
filings
latest Q3 2023
Matson Money. Inc.
TRACKED
CIK 0001672512
$3.59B
AUM
9
positions
2
filings
latest Q2 2026
MATTERN CAPITAL MANAGEMENT, LLC
TRACKED
CIK 0001803227
$856.7M
AUM
166
positions
2
filings
latest Q2 2026
Mattern Wealth Management LLC
TRACKED
CIK 0001802376
$609.3M
AUM
183
positions
2
filings
latest Q2 2026
MATTERS CAPITAL LLC
TRACKED
CIK 0002110838
$112.8M
AUM
64
positions
2
filings
latest Q1 2026
Matthew 25 Management Corp
TRACKED
CIK 0001351431
$301.1M
AUM
20
positions
12
filings
latest Q1 2026
Matthew Goff Investment Advisor, LLC
TRACKED
CIK 0000935359
$592.6M
AUM
91
positions
2
filings
latest Q2 2026
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC
TRACKED
CIK 0001028074
$246.5M
AUM
37
positions
2
filings
latest Q1 2026
Mattson Financial Services, LLC
TRACKED
CIK 0002034595
$418.8M
AUM
232
positions
8
filings
latest Q1 2026
Maven Securities LTD
TRACKED
CIK 0001633046
$5.20B
AUM
403
positions
13
filings
latest Q1 2026
Maven Ventures Partners II, LLC
TRACKED
CIK 0001658005
$958,108
AUM
1
positions
2
filings
latest Q3 2023
MAVERICK CAPITAL LTD
TRACKED
CIK 0000934639
$8.67B
AUM
239
positions
12
filings
latest Q1 2026
Maveron General Partner V, LLC
TRACKED
CIK 0001594675
—
AUM
1
positions
2
filings
latest Q3 2023
Mawer Investment Management Ltd.
TRACKED
CIK 0001538449
$15.45B
AUM
126
positions
12
filings
latest Q1 2026
Maxele Advisors, LLC
TRACKED
CIK 0002096567
$123.1M
AUM
100
positions
2
filings
latest Q4 2025
Maxi Investments CY Ltd
TRACKED
CIK 0001838222
—
AUM
—
positions
12
filings
latest Q1 2026
Maxwell Wealth Strategies Inc.
TRACKED
CIK 0001993410
—
AUM
—
positions
2
filings
latest Q4 2024
Mayar Capital Ltd.
TRACKED
CIK 0001858699
$89.1M
AUM
16
positions
13
filings
latest Q2 2026
May Barnhard Investments LLC
TRACKED
CIK 0002052759
$247.2M
AUM
88
positions
11
filings
latest Q2 2026
Mayfair Advisory Group, LLC
TRACKED
CIK 0001801926
$286.4M
AUM
175
positions
2
filings
latest Q1 2026
Mayflower Financial Advisors, LLC
TRACKED
CIK 0001852930
$1.16B
AUM
499
positions
2
filings
latest Q2 2026
May Hill Capital, LLC
TRACKED
CIK 0002056340
$398.2M
AUM
223
positions
7
filings
latest Q1 2026
Mayo Clinic
TRACKED
CIK 0001318153
$2.9M
AUM
3
positions
2
filings
latest Q3 2024
MAYPORT, LLC
TRACKED
CIK 0001922875
$538.0M
AUM
130
positions
2
filings
latest Q1 2026
MayTech Global Investments, LLC
TRACKED
CIK 0001731134
$900.2M
AUM
22
positions
14
filings
latest Q2 2026
Maytree Asset Management Ltd
TRACKED
CIK 0001869683
$141.5M
AUM
20
positions
8
filings
latest Q1 2026
Maytus Capital Management, LLC
TRACKED
CIK 0001708759
$561.9M
AUM
62
positions
12
filings
latest Q1 2026
MBA Advisors LLC
TRACKED
CIK 0001848704
$297.1M
AUM
164
positions
2
filings
latest Q2 2026
MBB PUBLIC MARKETS I LLC
TRACKED
CIK 0001892378
$839.4M
AUM
24
positions
13
filings
latest Q1 2026
MBE Wealth Management, LLC
TRACKED
CIK 0001775850
$284.5M
AUM
170
positions
2
filings
latest Q2 2026
MB Generational Wealth, LLC
TRACKED
CIK 0002009056
$180.8M
AUM
66
positions
2
filings
latest Q1 2026
MB, LEVIS & ASSOCIATES, LLC
TRACKED
CIK 0002065807
$271.4M
AUM
254
positions
2
filings
latest Q2 2026
MBL Wealth, LLC
TRACKED
CIK 0001845785
$1.47B
AUM
381
positions
2
filings
latest Q2 2026
MBM WEALTH CONSULTANTS, LLC
TRACKED
CIK 0001762068
$518.6M
AUM
123
positions
2
filings
latest Q2 2026
McAdam, LLC
TRACKED
CIK 0001695490
$2.22B
AUM
442
positions
12
filings
latest Q1 2026
McAlister, Sweet & Associates, Inc.
TRACKED
CIK 0001774087
$187.1M
AUM
41
positions
2
filings
latest Q2 2026
McAlvany Wealth Management LLC
TRACKED
CIK 0002123857
$133.7M
AUM
48
positions
4
filings
latest Q2 2026
McBroom & Associates, LLC
TRACKED
CIK 0001908893
$179.5M
AUM
36
positions
2
filings
latest Q1 2026
MCCARTER PRIVATE WEALTH SERVICES LLC
TRACKED
CIK 0002036922
$230.0M
AUM
171
positions
7
filings
latest Q1 2026
McCarthy Asset Management, Inc.
TRACKED
CIK 0001843169
—
AUM
—
positions
2
filings
latest Q4 2025
McCarthy & Cox
TRACKED
CIK 0002020726
$8.3M
AUM
18
positions
2
filings
latest Q4 2025
McCartney Wealth Management LLC
TRACKED
CIK 0002110693
$118.8M
AUM
65
positions
2
filings
latest Q1 2026
McClarren Financial Advisors, Inc.
TRACKED
CIK 0001842974
$193.5M
AUM
85
positions
2
filings
latest Q2 2026
McCollum Christoferson Group LLC
TRACKED
CIK 0001727573
$341.0M
AUM
80
positions
2
filings
latest Q2 2026
MCDANIEL TERRY & CO
TRACKED
CIK 0001104366
$1.18B
AUM
81
positions
2
filings
latest Q1 2026
MCDONALD CAPITAL INVESTORS INC/CA
TRACKED
CIK 0001033225
$1.37B
AUM
20
positions
2
filings
latest Q2 2026
MCDONALD PARTNERS LLC
TRACKED
CIK 0001331074
—
AUM
—
positions
13
filings
latest Q2 2026
McDonough Capital Management, Inc
TRACKED
CIK 0001912128
$182.9M
AUM
50
positions
12
filings
latest Q1 2026
McElhenny Sheffield Capital Management, LLC
TRACKED
CIK 0001886813
$403.8M
AUM
108
positions
2
filings
latest Q2 2026
MCF Advisors LLC
TRACKED
CIK 0001602905
$2.28B
AUM
1,338
positions
12
filings
latest Q1 2026

Matrix X Management Co., L.L.C.
TRACKED
CIK 0001964785
—
AUM
1
positions
2
filings
latest Q3 2023
Matson Money. Inc.
TRACKED
CIK 0001672512
$3.59B
AUM
9
positions
2
filings
latest Q2 2026
MATTERN CAPITAL MANAGEMENT, LLC
TRACKED
CIK 0001803227
$856.7M
AUM
166
positions
2
filings
latest Q2 2026
Mattern Wealth Management LLC
TRACKED
CIK 0001802376
$609.3M
AUM
183
positions
2
filings
latest Q2 2026
MATTERS CAPITAL LLC
TRACKED
CIK 0002110838
$112.8M
AUM
64
positions
2
filings
latest Q1 2026
Matthew 25 Management Corp
TRACKED
CIK 0001351431
$301.1M
AUM
20
positions
12
filings
latest Q1 2026
Matthew Goff Investment Advisor, LLC
TRACKED
CIK 0000935359
$592.6M
AUM
91
positions
2
filings
latest Q2 2026
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC
TRACKED
CIK 0001028074
$246.5M
AUM
37
positions
2
filings
latest Q1 2026
Mattson Financial Services, LLC
TRACKED
CIK 0002034595
$418.8M
AUM
232
positions
8
filings
latest Q1 2026
Maven Securities LTD
TRACKED
CIK 0001633046
$5.20B
AUM
403
positions
13
filings
latest Q1 2026
Maven Ventures Partners II, LLC
TRACKED
CIK 0001658005
$958,108
AUM
1
positions
2
filings
latest Q3 2023
MAVERICK CAPITAL LTD
TRACKED
CIK 0000934639
$8.67B
AUM
239
positions
12
filings
latest Q1 2026
Maveron General Partner V, LLC
TRACKED
CIK 0001594675
—
AUM
1
positions
2
filings
latest Q3 2023
Mawer Investment Management Ltd.
TRACKED
CIK 0001538449
$15.45B
AUM
126
positions
12
filings
latest Q1 2026
Maxele Advisors, LLC
TRACKED
CIK 0002096567
$123.1M
AUM
100
positions
2
filings
latest Q4 2025
Maxi Investments CY Ltd
TRACKED
CIK 0001838222
—
AUM
—
positions
12
filings
latest Q1 2026
Maxwell Wealth Strategies Inc.
TRACKED
CIK 0001993410
—
AUM
—
positions
2
filings
latest Q4 2024
Mayar Capital Ltd.
TRACKED
CIK 0001858699
$89.1M
AUM
16
positions
13
filings
latest Q2 2026
May Barnhard Investments LLC
TRACKED
CIK 0002052759
$247.2M
AUM
88
positions
11
filings
latest Q2 2026
Mayfair Advisory Group, LLC
TRACKED
CIK 0001801926
$286.4M
AUM
175
positions
2
filings
latest Q1 2026
Mayflower Financial Advisors, LLC
TRACKED
CIK 0001852930
$1.16B
AUM
499
positions
2
filings
latest Q2 2026
May Hill Capital, LLC
TRACKED
CIK 0002056340
$398.2M
AUM
223
positions
7
filings
latest Q1 2026
Mayo Clinic
TRACKED
CIK 0001318153
$2.9M
AUM
3
positions
2
filings
latest Q3 2024
MAYPORT, LLC
TRACKED
CIK 0001922875
$538.0M
AUM
130
positions
2
filings
latest Q1 2026
MayTech Global Investments, LLC
TRACKED
CIK 0001731134
$900.2M
AUM
22
positions
14
filings
latest Q2 2026
Maytree Asset Management Ltd
TRACKED
CIK 0001869683
$141.5M
AUM
20
positions
8
filings
latest Q1 2026
Maytus Capital Management, LLC
TRACKED
CIK 0001708759
$561.9M
AUM
62
positions
12
filings
latest Q1 2026
MBA Advisors LLC
TRACKED
CIK 0001848704
$297.1M
AUM
164
positions
2
filings
latest Q2 2026
MBB PUBLIC MARKETS I LLC
TRACKED
CIK 0001892378
$839.4M
AUM
24
positions
13
filings
latest Q1 2026
MBE Wealth Management, LLC
TRACKED
CIK 0001775850
$284.5M
AUM
170
positions
2
filings
latest Q2 2026
MB Generational Wealth, LLC
TRACKED
CIK 0002009056
$180.8M
AUM
66
positions
2
filings
latest Q1 2026
MB, LEVIS & ASSOCIATES, LLC
TRACKED
CIK 0002065807
$271.4M
AUM
254
positions
2
filings
latest Q2 2026
MBL Wealth, LLC
TRACKED
CIK 0001845785
$1.47B
AUM
381
positions
2
filings
latest Q2 2026
MBM WEALTH CONSULTANTS, LLC
TRACKED
CIK 0001762068
$518.6M
AUM
123
positions
2
filings
latest Q2 2026
McAdam, LLC
TRACKED
CIK 0001695490
$2.22B
AUM
442
positions
12
filings
latest Q1 2026
McAlister, Sweet & Associates, Inc.
TRACKED
CIK 0001774087
$187.1M
AUM
41
positions
2
filings
latest Q2 2026
McAlvany Wealth Management LLC
TRACKED
CIK 0002123857
$133.7M
AUM
48
positions
4
filings
latest Q2 2026
McBroom & Associates, LLC
TRACKED
CIK 0001908893
$179.5M
AUM
36
positions
2
filings
latest Q1 2026
MCCARTER PRIVATE WEALTH SERVICES LLC
TRACKED
CIK 0002036922
$230.0M
AUM
171
positions
7
filings
latest Q1 2026
McCarthy Asset Management, Inc.
TRACKED
CIK 0001843169
—
AUM
—
positions
2
filings
latest Q4 2025
McCarthy & Cox
TRACKED
CIK 0002020726
$8.3M
AUM
18
positions
2
filings
latest Q4 2025
McCartney Wealth Management LLC
TRACKED
CIK 0002110693
$118.8M
AUM
65
positions
2
filings
latest Q1 2026
McClarren Financial Advisors, Inc.
TRACKED
CIK 0001842974
$193.5M
AUM
85
positions
2
filings
latest Q2 2026
McCollum Christoferson Group LLC
TRACKED
CIK 0001727573
$341.0M
AUM
80
positions
2
filings
latest Q2 2026
MCDANIEL TERRY & CO
TRACKED
CIK 0001104366
$1.18B
AUM
81
positions
2
filings
latest Q1 2026
MCDONALD CAPITAL INVESTORS INC/CA
TRACKED
CIK 0001033225
$1.37B
AUM
20
positions
2
filings
latest Q2 2026
MCDONALD PARTNERS LLC
TRACKED
CIK 0001331074
—
AUM
—
positions
13
filings
latest Q2 2026
McDonough Capital Management, Inc
TRACKED
CIK 0001912128
$182.9M
AUM
50
positions
12
filings
latest Q1 2026
McElhenny Sheffield Capital Management, LLC
TRACKED
CIK 0001886813
$403.8M
AUM
108
positions
2
filings
latest Q2 2026
MCF Advisors LLC
TRACKED
CIK 0001602905
$2.28B
AUM
1,338
positions
12
filings
latest Q1 2026

Page 5 of 14

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Why this matters

A handful of institutions own most of the market — and U.S. law makes the biggest of them disclose what they hold every quarter. Money Flow decodes those filings so you can see where the smart money is going.

$135–150T: Global stock market; U.S. ≈ $75T — over half the world's equity
~41%: Owned by institutions; funds, banks & asset managers · OECD
$55–65T: Institutional holdings; the capital that actually moves prices

Matrix X Management Co., L.L.C.

Matson Money. Inc.

MATTERN CAPITAL MANAGEMENT, LLC

Mattern Wealth Management LLC

MATTERS CAPITAL LLC

Matthew 25 Management Corp

Matthew Goff Investment Advisor, LLC

MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC

Mattson Financial Services, LLC

Maven Securities LTD

Maven Ventures Partners II, LLC

MAVERICK CAPITAL LTD

Maveron General Partner V, LLC

Mawer Investment Management Ltd.

Maxele Advisors, LLC

Maxi Investments CY Ltd

Maxwell Wealth Strategies Inc.

Mayar Capital Ltd.

May Barnhard Investments LLC

Mayfair Advisory Group, LLC

Mayflower Financial Advisors, LLC

May Hill Capital, LLC

Mayo Clinic

MAYPORT, LLC

MayTech Global Investments, LLC

Maytree Asset Management Ltd

Maytus Capital Management, LLC

MBA Advisors LLC

MBB PUBLIC MARKETS I LLC

MBE Wealth Management, LLC

MB Generational Wealth, LLC

MB, LEVIS & ASSOCIATES, LLC

MBL Wealth, LLC

MBM WEALTH CONSULTANTS, LLC

McAdam, LLC

McAlister, Sweet & Associates, Inc.

McAlvany Wealth Management LLC

McBroom & Associates, LLC

MCCARTER PRIVATE WEALTH SERVICES LLC

McCarthy Asset Management, Inc.

McCarthy & Cox

McCartney Wealth Management LLC

McClarren Financial Advisors, Inc.

McCollum Christoferson Group LLC

MCDANIEL TERRY & CO

MCDONALD CAPITAL INVESTORS INC/CA

MCDONALD PARTNERS LLC

McDonough Capital Management, Inc

McElhenny Sheffield Capital Management, LLC

MCF Advisors LLC